Compass Wealth Management’s IBM IBM Stock Holding History

Compass Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+835	New	+$210K	0.04%	161
2025 Q4	–	Sell	-835	Closed	-$236K	–	107
2025 Q3	$236K	Hold	835	–	–	0.05%	142
2025 Q2	$246K	Hold	835	–	–	0.06%	141
2025 Q1	$208K	Buy	835 +5	+0.6%	+$1.22K	0.05%	148
2024 Q4	$182K	Hold	830	–	–	0.04%	157
2024 Q3	$183K	Hold	830	–	–	0.04%	161
2024 Q2	$144K	Hold	830	–	–	0.04%	178
2024 Q1	$158K	Hold	830	–	–	0.04%	171
2023 Q4	$136K	Hold	830	–	–	0.04%	174
2023 Q3	$116K	Buy	830 +352	+74%	+$50.1K	0.04%	174
2023 Q2	$64K	Sell	478 -64	-12%	-$8.26K	0.02%	224
2023 Q1	$71.1K	Buy	542 +198	+58%	+$26.5K	0.02%	211
2022 Q4	$48.5K	Buy	+344	New	+$47.5K	0.02%	236

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Wealth Management's IBM Position: Q2 2026 in Review

Compass Wealth Management opened a new position in IBM (IBM) in Q2 2026: 835 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in IBM as recently as Q3 2025.

Compass Wealth Management first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $246K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Compass Wealth Management held 835 shares of IBM worth $235K as of Q2 2026.
IBM was a new Compass Wealth Management position in Q2 2026.
IBM made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #161 holding.
Compass Wealth Management first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's IBM position peaked at $246K in Q2 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.